We guide great people to make smart decisions so they can enjoy an exceptional retirement.

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The Psychology of Retirement

Wouldn’t It Be Great...

..to feel secure enough with the team you’re working with to help plan your financial future to be able to cut through the confusion and complexity and simply ask: “Now that you know me and my retirement planning desires so well, what would you do if you were me?”
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Kansas City

Calendar of Events 2025

MARCH

Lunch & Learn Series: MEDICARE 101
with Cortney Dale, Medicare Specialist – Sunflower Senior Solutions
Monday, March 24th 
11:30 am - 12:30 pm or 6:00 pm - 7:00 pm

Elevated Retirement Education Center
5200 W 94th Terrace, Suite 203
Prairie Village KS 66207
Registration is required. Email jennifer@erg-kc.com or call (913) 393-4724 to register.

APRIL

Lunch & Learn Series: ESTATE PLANNING 101
with Connor Kelley, Estate Planning Attorney Kelley Law Offices
Tuesday, April 22nd
11:30 am - 12:30 pm or 6:00 pm - 7:00 pm

Elevated Retirement Education Center
5200 W 94th Terrace, Suite 203
Prairie Village KS 66207
Registration is required. Email jennifer@erg-kc.com or call (913) 393-4724 to register.

MAY

Lunch & Learn Series: MEDICARE 101
with Cortney Dale, Medicare Specialist – Sunflower Senior Solutions
Tuesday, May 13th
11:30 am - 12:30 pm or 6:00 pm - 7:00 pm

Elevated Retirement Education Center
5200 W 94th Terrace, Suite 203
Prairie Village KS 66207
Registration is required. Email jennifer@erg-kc.com or call (913) 393-4724 to register.

JUNE

Lunch & Learn Series: ESTATE PLANNING 101
with Connor Kelley, Estate Planning Attorney Kelley Law Offices

Thursday, June 5th
11:30 am - 12:30 pm or 6:00 pm - 7:00 pm

Elevated Retirement Education Center
5200 W 94th Terrace, Suite 203
Prairie Village KS 66207
Registration is required. Email jennifer@erg-kc.com or call (913) 393-4724 to register.

OCTOBER

Fall Festival
Information to be announced soon.

We're Drowning In Information, But Starving For Wisdom.

There are 32,000 investing vehicles and hundreds of thousands of financial professionals. With such vast options and resources available to you, why don’t you feel more confident in your retirement plan?

Work Together Closely

We work closely with families just like yours to develop a path to a more clear and secure financial retirement.

Always In Your Camp

Capable, trustworthy and most importantly: competent people in your camp to advise you on what matters most.

Retirement Is Complex

There has never been a more critical time to find professional advice-givers that you can trust.
Learn About Our Process

Featured articles published on Kiplinger

Browse all of Scott's articles on Kiplinger
Featured image for “Five Tax Strategies to Help Your Money Last in Retirement”

Five Tax Strategies to Help Your Money Last in Retirement

The intricacies of tax planning are a critical component of your overall retirement strategy. Minimizing taxes in retirement isn’t just…
Featured image for “How to Plan for Retirement’s Go-Go, Slow-Go and No-Go Years”

How to Plan for Retirement’s Go-Go, Slow-Go and No-Go Years

When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier,…
Featured image for “Three Ways You Can Flip the Script on Your Taxes”

Three Ways You Can Flip the Script on Your Taxes

Does it feel like the tax code is beating you up at times? Instead of accepting that feeling of getting…
Featured image for “Can You Build a Retirement Income Plan With Both Risk and Reliability?”

Can You Build a Retirement Income Plan With Both Risk and Reliability?

Two strategies for making retirement savings last — probability-based income planning and guaranteed income planning — can help ensure you…

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Featured image for “2025 Spring Newsletter: Kansas City”

2025 Spring Newsletter: Kansas City

Spring is here again, bringing its familiar renewal—brighter days, new beginnings, and a fresh sense of optimism after winter’s stillness. But as nature blooms, so too does a new political season, stirring emotions that range from joy to fear. Are we entering a political and economic springtime, or is this something else? Are we pulling weeds to make room for new growth, or are we seeing the seeds of our destruction being planted right before…
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Complete retirement planning process

We’re Driven To Understand Your Why Before We Get To The How

After all, if your advisory team doesn’t understand your motivations, and how you’ve made financial decisions in the past, how on earth can they help you move forward confidently toward the retirement you’ve always dreamt about?
Show Me How

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